Financial Literacy Seminars

Purposeful Finance offers low-cost financial literacy seminars for schools, religious organizations, non-profits, and small businesses. Educational programs are presented to provide unbiased information and help improve the financial lives of attendees. No sales pitches are allowed before, during, or after the seminars.

If you are interested in providing financial literacy seminars or workshops at your organization, please contact us. A custom curriculum can also be created to meet the specific needs of your organization, employees, or constituents.

Seminars are offered by Joshua Escalante Troesh, a fiduciary financial planner and a Tenured Professor of Business.

Help us Help more people

Offer a Seminar

Take the first step by telling us about your organization and the needs of your constituents.

The next step will be a Discovery Call to discuss your organization’s needs, answer any questions you have, and explore how a financial literacy seminar can help your constituents.

Common Seminar Topics:

  • Funding Your Child’s College Education

  • Taking Control of Your Retirement

  • Personal Finance for Engaged Couples and Newlyweds

  • Budgeting and Managing Debt

  • Career Planning & Entrepreneurship

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Please tell us more about your organization or if there are any specific needs you would like addressed.